John Solecki Email & Phone Number

Greater Detroit Area

Focused on new business development, consultant relationships and client servicing building an institutional client base - 20-year track record in institutional marketing in the asset management industry;- Collaborated with investment management team to develop new products and re-brand established products - In-depth knowledge of investment strategies.

• Marketed to Consultants, Endowments, Foundations, Corporations, Public Funds, Taft Hartley Funds, including preparation of RFPs
• Realized over $300 Million in new assets under management in the first year
• Design and created institutional quality marketing materials for new business presentation and portfolio reviews
• Cultivated, developed, retained and grew new business relationships
• Independently conducted new business presentations, narratives and portfolio reviews

Greater Detroit Area

• Member of the Investment Policy Committee and Asset Allocation Committee
• Effectively marketed both traditional and alternative investment strategies to a broad range of institutional prospects, resulting in $1.5 Billion in new assets
• Instrumental in new product development
• Liaison between Clients, Consultants and Portfolio Manager
• Servicing and Marketing existing accounts and new business development in the Midwest
• Cultivated relationships with institutions resulting in successfully retaining developing new business

Greater Detroit Area

Greater Detroit Area

• Responsible for Municipal Bond Underwriting of tax exempt bond issues form inception to placement on a negotiated basis. Also maintained a consulting service practice for institutional clients
• Active in all aspects of the tax exempt transaction as an issuer, underwriting and sales of municipal bonds
• Asset allocation modeling, manger searches, policy and objective statements, and portfolio measurement of institutional accounts